|
326
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$616K
|
-$21K
|
-213
|
-3%
|
|
|
327
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$616K
|
–
|
–
|
–
|
|
|
328
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$603K
|
+$16.3K
|
+165
|
+3%
|
|
|
329
|
Compton Capital Management
Providence,
Rhode Island
|
$601K
|
+$28.1K
|
+285
|
+5%
|
|
|
330
|
Starfire Investment Advisers
Southfield,
Michigan
|
$600K
|
–
|
–
|
–
|
|
|
331
|
Citizens Financial Group
Providence,
Rhode Island
|
$593K
|
-$4.43K
|
-45
|
-0.8%
|
|
|
332
|
ACG Wealth
Atlanta,
Georgia
|
$581K
|
-$21.3K
|
-216
|
-4%
|
|
|
333
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$580K
|
+$45.5K
|
+462
|
+9%
|
|
|
334
|
Tiedemann Advisors
New York
|
$574K
|
+$547K
|
+5,550
|
New
|
|
|
335
|
Avantax Planning Partners
Dubuque,
Iowa
|
$572K
|
-$28.1K
|
-285
|
-5%
|
|
|
336
|
Westside Investment Management
Santa Monica,
California
|
$567K
|
–
|
–
|
–
|
|
|
337
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$544K
|
-$472K
|
-4,797
|
-48%
|
|
|
338
|
Avalon Investment & Advisory
Houston,
Texas
|
$543K
|
+$517K
|
+5,253
|
New
|
|
|
339
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$538K
|
+$512K
|
+5,202
|
New
|
|
|
340
|
|
$521K
|
+$496K
|
+5,040
|
New
|
|
|
341
|
WealthSource Partners
San Luis Obispo,
California
|
$513K
|
+$489K
|
+4,965
|
New
|
|
|
342
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$493K
|
+$171K
|
+1,740
|
+57%
|
|
|
343
|
Bessemer Group
Woodbridge,
New Jersey
|
$488K
|
+$103K
|
+1,050
|
+29%
|
|
|
344
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$486K
|
-$54.4K
|
-552
|
-10%
|
|
|
345
|
Allianz Asset Management
Munich,
Germany
|
$466K
|
–
|
–
|
–
|
|
|
346
|
Global Endowment Management
Charlotte,
North Carolina
|
$465K
|
-$443K
|
-4,500
|
-50%
|
|
|
347
|
Ferris Capital
Marlborough,
Massachusetts
|
$465K
|
+$443K
|
+4,500
|
New
|
|
|
348
|
Fort Point Capital Partners
San Francisco,
California
|
$464K
|
–
|
–
|
–
|
|
|
349
|
Orleans Capital Management
Mandeville,
Louisiana
|
$464K
|
–
|
–
|
–
|
|
|
350
|
Neumann Capital Management
Foster City,
California
|
$463K
|
–
|
–
|
–
|
|
